See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,324 | $99,985-18.7% | $146,665-44.6% | $85,850-5.3% |
| Participation rate | 78.6% | 73.1%+5.5pp | 80.1%-1.5pp | 69.3%+9.3pp |
| Annual return | 12.94% | 18.93%-6.0pp | 22.74%-9.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,626 | $2,559+2.6% | $4,136-36.5% | $2,565+2.4% |
| Participant deferral / active EE | $4,773 | $4,006+19.2% | $5,506-13.3% | $3,952+20.8% |
| Admin fee / account holder | $869 | $7,702-88.7% | $10,280-91.5% | $6,260-86.1% |